PlanOptica

Filings through .

Ramsey Solutions

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served12+10 YoYRank #3543 of mapped providers
Assets under administration$4.3B0.0%Rank #4233 by share of filed assets
Fees received$200,572Median $12,484/planSum across Schedule C direct + indirect
Net wins YoY+12 won - 1 lostPlan-level switch detection

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